Advance your career at Canaccord Genuity as the Vice President of Registered Plans and Estate Settlements. Drive innovations that enhance client service and operational efficiency in a supportive workplace. You will lead the Registered Plans Operations Team and ensure that client needs related to trusts, estates, and Registered Plans are met with exceptional service.

Utilize your technical expertise to oversee compliance with CRA regulations while fostering an environment of growth and collaboration.

Your role will also involve networking within the industry to maintain best practices and integrate improvements. Key Responsibilities:

- Implement CRA regulations effectively across Registered Products
- Oversee reporting obligations to Trustees
- Enhance recordkeeping systems collaboratively with vendors




- Ensure estate documentation and reconciliation standards are met
- Mentor the Registered Plans team in client service excellence

Requirements:

- Strong expertise in Registered Plans and estate management
- In-depth knowledge of CRA remittance processes
- Proven leadership skills in managing team development
- Ability to coordinate with auditors and industry regulators
- Engaged in industry networking for best practice insights

Your leadership in registered plans will significantly impact client satisfaction and operational success at Canaccord Genuity.

📌 Vice President, Registered Plans Operations (Montreal)
🏢 Canaccord Genuity Group
📍 Montreal